Latest - RETIREMENT PLANNING

The new rules around annuity purchase should make shopping around easier. Dave Miller, executive general Manager (Commercial), IRESS, explains how the company has made the process as simple as possible for advisory firms via IRESS The Exchange. New rules requiring the best open market rates to be provided alongside provider annuity quotes seem straightforward,...

Retirement Advantage has warned that the introduction of annuity quote comparison templates will not help customers because of fundamental flaws in the way the process works. From 1 March 2018, advisers and providers must include the quote templates showing like-for-like rates when producing annuity illustrations for clients. The rules were designed to encourage improved shopping...

Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

One in 25 people expect to inherit an estate worth over £1 million, according to new research by Canada Life. The annual Inheritance Tax Monitor survey of people over 45, also found around one in 50 people expects to inherit more than £5 million. Canada Life said the figures “reveal the financial impact of...

Keith Gorbutt, technical manager, Dentons Pension Management, walks through a scenario where a SIPP is used to buy the client’s shop premises with a residential flat above. The ability to buy and hold directly owned commercial property within self-invested personal pensions (SIPPs) has been a popular investment feature for many years. Many UK high streets...

Pension savers do not want the government to curb pension freedoms, according to new research by Aegon. In response to the Work and Pensions Select Committee hinting at recommendations to restrict the pension freedoms, 72% of people said they believe the freedoms help the transition into retirement. Only one in four said they would...

Pensions Dashboard is an exciting prospect for UK financial services and FinTech providers like Origo, that are able to deliver the technology to make Dashboard happen and to help develop it further in the years to come. But the industry first has to lay the firm foundations on which to build the service, says...

Xafinity reports that pension transfer values, as measured by the Xafinity Transfer Value Index fell steadily during January 2018. The index fell from £236,000 at the end of December 2017, to £231,000 at the end of January 2018. The difference between maximum and minimum readings of the Xafinity Transfer Value Index over January 2018...

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Featured Videos

In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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Bobby Owen, Intermediary Distribution, Structured Equity Derivatives, Investec talks us through his experience at a speaker at the Technical Insight Seminar, London, 8th June 2016.

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